Allow me to set up a rule so that certain tasks are automatically generated in my task list. For example, when I add a new client I want tasks generated for inviting them to the portal, scheduling an appointment, etc.
It would be helpful to have a built-in reminder feature that prompts users to complete their Client SOAP notes immediately after finishing a client's scheduled appointment and would continue reminding them until they were submitted.
It is inefficient to have to run a missing note report or return to the agenda after each progress note. It would be better if missing notes appeared under "my tasks." It would be even better if the site landed on that page and went back there after each note.
The task list is great but I would like a to do list of the tasks that I need to do like TherapyNotes has. For example, notes that need to be completed on the patients, billing, invoicing, claims that need to be submitted etc.
Is there a way to populate new progress notes as tasks? It would be really helpful in making sure I stayed on top of my progress notes. I would create a recurring weekly task for clients, but they reschedule and shift appointment times so much that would be ineffective.
Please add incomplete or not signed progress notes automatically in "my tasks" list for each provider. Also, auto generate task for adding new treatment plans, and treatment plan reviews.
When new client referrals come through our agency there is a process to complete.
1. Referral
2. Intake
3. Diagnostic Assessment
4. Activation of services by correct providers
We would like to see if we create a new form (checklist format) on Theranest that can alert or notify specific staff that a part of the checklist was complete in order to ensure the referral process is being completed in steps 1-4 listed above.
I would love to be able to use a "Monday" (App) style task organizer and a time/billable hours tracker like "Toggl" in TheraNest. I would be SO thrilled to see a partnership with them!
As someone who struggles with severe ADHD, these tools would make me love TheraNest more (and probably encourage me to keep using the platform).
Streamlining and automating things is essential. I have been finding myself needing to do much of my organizing/business planning outside of TheraNest, which is not efficient because I spend extra time coming back into TheraNest and embedding the info afterwards.
Thanks!
It would be great to be able to add a session note to the task list for each session that's completed. There are a few ways this could be done, but the best way I can imagine is for it to be an option from the "Agenda" view when you click the "Add Progress Note" button next to a session. There could be an additional option to "add note to task list" and clicking that would generate a task for that note associated with that client.
There could also be an option for a task to automatically be created when a session is complete.
This would make it easier to keep track of which notes need to be completed without having to run a report.
Have an option to "turn on" certain standard tasks (such as Complete Initial Assessment and Diagnosis, Invite client to Client Portal, Create initial Treatment Plan) when you create a new client. If you are able to create this it would be most functional if you could customize what Tasks and sections are used by your agency. It would also be helpful if you could pre-set due dates such as 90 days after intake, # of sessions after intake for each task.
